A股收評：滬指跌1.57%，大消費集體回調，貴金屬逆勢上升
1月3日，A股三大指數繼續下挫，均錄得日線3連跌。
截至收盤，滬指跌1.57%報3211點盤中一度下探至3205點，深證成指跌1.89%，創業板指跌2.16%。全天成交1.28萬億元，較前一交易日縮量1273億元，全市場近4700股下跌。
盤面上，AI應用股集體下挫，智譜AI、ChatGPT、KIMI概念及AIGC概念等方向領跌，盲盒經濟板塊重挫，退税商店、商業百貨板塊現跌停潮，百大集團、中百集團等二十餘股跌停；算力板塊大幅回撤，數據港等多股跌停；教育、國資雲概念及地攤經濟等板塊跌幅居前。另外，貴金屬板塊逆市走高，超級真菌板塊小幅上升。
具體來看：
AI概念股集體下挫，振興科技跌超14%，世紀恒通、申昊科技、安諾其跌超13%，拓爾思等跌超12%。
大消費回調，旅遊景區、酒店餐飲等集體下挫，零售股掀跌停潮，海寧皮城、友阿股份、中百集團、家家悦、永輝超市等多股跌停。
教育股跌幅居前，昂立教育跌超9%，科德教育、創業黑馬跌超8%，中公教育、創智教育跌超6%。近日，教育部等三部門聯合啟動了查處涉研考違法有害信息的專項工作，旨在打擊和清理網絡上的涉研考違法信息，營造清朗健康的研究生招生考試網絡環境。這一舉措引發了市場對教育行業監管趨嚴的擔憂。
遊戲股大跌，順網科技、富春股份、中青寶跌超7%，湯姆貓、星輝娛樂跌超6%，迅遊科技、冰川網絡等跟跌。
黃金、貴金屬股逆市上升，曉程科技、四川黃金升超6%，山東黃金、湖南黃金升超4%。消息面上，2025年首個交易天，美國股市下滑，資金流向避險產品，金價承接去年升勢繼續造好，創下兩週新高。倫敦金現今日盤中一度升至2664美元/盎司，創2024年12月16日以來新高。
雖然2025年A股開局不利，但多數券商對後市持樂觀態度。
中信證券表示，2025年信用週期、宏觀價格、A股盈利都將迎來週期上行的新起點，預計A股將經歷一輪年度級別上升行情。
中金公司也認為，A股市場中期底部或已在2024年出現，2025年投資者風險偏好有望整體好於2024年，結構性機會將進一步增多。
此外，銀河證券預計A股整體有望呈現出螺旋式震盪上行的特徵。
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